BARBARA MARQUIS, AAMS™, ADPA™
Background and Experience
With extensive experience throughout major shifts in the markets, Scottsdale based Barbara Marquis, has dedicated her career to delivering personalized investment planning services customized to meet the specific needs of her clients and their families. Her aptitude for listening to all of their financial concerns and then developing proven strategies to help them pursue their personal goals is one of the traits that sets Barbara apart from other financial advisors.
Barbara began her financial services career 25 years ago as a Client Associate with A.G. Edwards. This initial experience provided her with in-depth knowledge covering a vast array of industry nuances and complexities. She quickly transitioned into the role of Financial Advisor when it became abundantly clear she had the ability to help clients make informed decisions involving many multifaceted matters impacting their personal and professional lives.
Investment Philosophy
Barbara’s investment planning strategies include managing, helping to preserve, evaluating growth opportunities, and transitioning her client’s wealth. Her process encompasses the four cornerstones of wealth: investments, liability management, risk management, and estate strategies. Her advice is delivered from an experienced and knowledgeable perspective.
Licensure and Education
Barbara firmly believes making informed decisions starts with a solid education. As a Financial Advisor, she's earned her AAMS® and ADPA® certifications, both involving a demanding curriculum, rigorous examination, and annual continuing education.
- Accredited Asset Management Specialist (AAMS™)
- Accredited Domestic Partnership Advisor (ADPA™)
- Series 7 & 63 Registered through LPL Financial
- Securities Registered & Licensed in 17 states
- Insurance & Annuity Licensed in 17 states
Away from the office
Barbara enjoys spending time with her adult children, grandchildren, and extended family in Michigan. She loves relaxing with a good book, gardening when she has the time, and crocheting.
Contact Information
Email bmarquis@stratoswp.com
Call ,Text, Fax (480) 581-5330